See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,708 | $180,449+20.1% | $154,107+40.6% | $135,375+60.1% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -4.55% | 888.09%-892.6pp | 735.12%-739.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $832 | $6,035-86.2% | $5,298-84.3% | $4,779-82.6% |
| Participant deferral / active EE | $6,892 | $5,806+18.7% | $5,081+35.7% | $5,609+22.9% |
| Admin fee / account holder | $83 | $16,143-99.5% | $13,411-99.4% | $10,827-99.2% |